BIMC

Benson Investment Management Company Portfolio holdings

AUM $293M
1-Year Est. Return 21.24%
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.9M
3
+$3.77M
4
GIS icon
General Mills
GIS
+$3.61M
5
T icon
AT&T
T
+$3.47M

Top Sells

1
+$4.49M
2
+$4.41M
3
+$4M
4
APD icon
Air Products & Chemicals
APD
+$3.81M
5
BAX icon
Baxter International
BAX
+$3.73M

Sector Composition

1 Technology 29.84%
2 Healthcare 16.45%
3 Financials 11.47%
4 Consumer Discretionary 10.06%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 6.63%
81,830
-2,354
2
$9.86M 6.03%
44,345
+1,209
3
$9.17M 5.6%
56,300
-560
4
$5.95M 3.63%
67,900
-3,260
5
$5.28M 3.23%
29,970
-1,340
6
$5.18M 3.16%
59,978
-497
7
$5.11M 3.12%
97,454
+4,169
8
$5.06M 3.09%
105,225
-210
9
$4.92M 3%
32,274
-1,971
10
$4.91M 3%
22,425
+1,325
11
$4.9M 3%
72,329
+414
12
$4.88M 2.98%
18,836
-119
13
$4.8M 2.93%
40,998
+463
14
$4.66M 2.85%
6,457
-613
15
$4.57M 2.79%
13,040
-5
16
$4.3M 2.63%
9,233
+98
17
$4.19M 2.56%
70,014
+7,044
18
$4.18M 2.56%
28,632
+233
19
$4.11M 2.51%
37,555
+250
20
$4.09M 2.5%
+93,400
21
$3.99M 2.44%
17,199
-52
22
$3.96M 2.42%
50,785
+3,618
23
$3.9M 2.38%
+56,910
24
$3.87M 2.36%
18,040
+930
25
$3.77M 2.31%
+79,405
1
2 3